MCBVX
Price
$29.42
Change
-$0.28 (-0.94%)
Updated
Feb 3 closing price
Net Assets
17.11B
VMVIX
Price
$73.66
Change
+$5.54 (+8.13%)
Updated
Feb 3 closing price
Net Assets
33.17B
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MCBVX vs VMVIX

Header iconMCBVX vs VMVIX Comparison
Open Charts MCBVX vs VMVIXBanner chart's image
MFS Mid Cap Value B
Price$29.42
Change-$0.28 (-0.94%)
VolumeN/A
Net Assets17.11B
Vanguard Mid-Cap Value Index Investor
Price$73.66
Change+$5.54 (+8.13%)
VolumeN/A
Net Assets33.17B
MCBVX vs VMVIX Comparison Chart in %
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MCBVX vs. VMVIX commentary
Feb 04, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MCBVX is a Hold and VMVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. MCBVX (17.1B). VMVIX pays higher dividends than MCBVX: VMVIX (1.90) vs MCBVX (0.06). MCBVX was incepted earlier than VMVIX: MCBVX (24 years) vs VMVIX (19 years). MCBVX (1.75) is less costly to investors than VMVIX (0.19). MCBVX is a more actively managed with annual turnover of: 24.00 vs. VMVIX (19.00). MCBVX has a lower initial minimum investment than VMVIX: MCBVX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 13.54 vs. MCBVX (0.71). VMVIX return over 5 years is better than : 52.64 vs. MCBVX (18.43).
MCBVXVMVIXMCBVX / VMVIX
Total Expense Ratio1.740.19916%
Annual Report Gross Expense Ratio1.750.19921%
Fund Existence24 years19 years-
Gain YTD4.6985.51585%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets17.1B33.2B52%
Annual Yield % from dividends0.061.903%
Returns for 1 year0.7113.545%
Returns for 3 years7.4529.3225%
Returns for 5 years18.4352.6435%
Returns for 10 years82.99142.7158%
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